Cascade Financial Partners’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Cascade Financial Partners’s Portfolio AIRR Stock Details AIRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.54M	Buy	56,594 +1,026	+2%	+$130K	0.65%	38
2026 Q1	$6.16M	Sell	55,568 -993	-2%	-$112K	0.63%	37
2025 Q4	$5.56M	Buy	56,561 +4,255	+8%	+$417K	0.56%	36
2025 Q3	$5.06M	Buy	52,306 +3,824	+8%	+$342K	0.58%	34
2025 Q2	$3.95M	Buy	48,482 +3,627	+8%	+$267K	0.47%	43
2025 Q1	$3.06M	Buy	44,855 +42,005	+1,474%	+$3.16M	0.39%	54
2024 Q4	$220K	Buy	+2,850	New	+$227K	0.03%	230

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cascade Financial Partners's AIRR Position: Q2 2026 in Review

Cascade Financial Partners increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 1.8% in Q2 2026, buying an estimated $130K and bringing the position to 56,594 shares worth $7.54M. The position accounts for 0.65% of the portfolio, ranked #38.

Cascade Financial Partners first reported a position in AIRR in Q4 2024 and has held it in 7 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Cascade Financial Partners held 56,594 shares of First Trust RBA American Industrial Renaissance ETF worth $7.54M as of Q2 2026.
Cascade Financial Partners bought 1,026 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $130K.
First Trust RBA American Industrial Renaissance ETF made up 0.65% of Cascade Financial Partners's portfolio in Q2 2026, its #38 holding.
Cascade Financial Partners first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 7 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.